Event Essence - The first Embodied Intelligence Robot Games will be held in Wuxi on April 24, 2025, featuring leading companies like Yushu Technology, Leju Robotics, and Xiaomi, representing a competition for China's influence in the humanoid robot industry [1] Core Logic - The event serves as a technology validation platform, addressing three major commercialization pain points of humanoid robots: environmental adaptability, endurance, and cost control [2] - Wuxi hosts 60% of the robot supply chain in the Yangtze River Delta, with a concurrent "Humanoid Robot Forum" aimed at creating a closed loop of technology, standards, and scenarios, benchmarking against Boston Dynamics' Atlas and Tesla's Optimus [2] Data Anchors - Six manufacturers, including Yushu Technology and Leju Robotics, aim to produce over 1,000 units by 2025, while Tesla's Optimus targets thousands of units in 2025 and one million by 2030 [3] Industry Turning Point - The cost of Tesla's Optimus is projected to drop from 500,000 yuan in 2023 to 150,000 yuan by 2025, driven by domestic replacements in motors, sensors, and AI chips [6] - Xiaomi's CyberOne second generation boasts a 99% environmental recognition accuracy and can process 1TB of data daily, equivalent to 1,000 hours of surveillance footage [6] Scene Revolution - In industrial settings, robots are replacing 3-5 workers in automotive manufacturing and 3C assembly, with a payback period reduced to two years [7] - In domestic scenarios, the Ubiquiti Walker X can assist in elder care and children's education, with a potential price drop to 100,000 yuan leading to a market penetration increase from 0.1% to 5% [7] Economic Assessment - If humanoid robot penetration reaches 1% globally by 2030, it could replace 50 million workers, generating over 3 trillion USD in annual output [8] - China is expected to capture 40% of the global market share, leveraging its advantages in the electric vehicle supply chain and AI large models [8] Capital Arms Race - The domestic replacement of critical components is a key focus, with the localization rate of six-dimensional force sensors and LiDAR increasing from 10% to 50% [9] - Leading players are establishing ecological dominance, with Tesla's Optimus utilizing its automotive supply chain to potentially reduce production costs to 100,000 yuan by 2025 [10] - The industrial market could see single factory purchases of up to 1,000 robots, while a 5% household penetration could lead to an annual demand exceeding 7 million units in China [11] Investment Logic - From 2025 to 2027, focus on high-elasticity component manufacturers and leading production companies [13] - From 2028 to 2030, target system integrators and data service providers with rapid scene implementation [14] - Post-2030, invest in leading companies with over 20% global market share and core standard setters [15] Conclusion - The humanoid robot revolution is set to redefine global manufacturing and social division of labor, moving beyond the narrative of mechanical replacement to a focus on the value of productivity tools, consumer endpoints, and data platforms [16]

4月26日 ，由《机器人技术与应用》杂志、深圳市机器人协会联合主办的" FAIR plus机器人全产业链接会——人工智能与机器人研究开发高校专场 "会议将在 深 圳福田会展中心8号馆2号会议室 盛大召开。本次会议聚焦具身智能、机器人技 术创新与产学研融合，汇聚学界与产业界顶尖专家，为高校科研与产业实践搭 建深度对话平台。 本次会议特邀来自顶尖科研院所、高校及行业领军企业的多位专家担任主讲嘉 宾，阵容涵盖人工智能、机器人感知、深度模仿学习、人形机器人研发等前沿 领域。 会议直播 关注"机器人圈"视频号 一键预约直播 会议日程 UIZ / / X OIL Z 4 / END 2025机器人产业需求调研问卷 诚邀您参与本次需求调研，扫码即可填写！ 如需咨询 商务合作、 宣传推广、 转载开白等事宜，请联系：18355423366 (微信同号)对接。 (1) 4月26日9:00-12:00 念 福田会展中心8号馆2号会议室 主办单位:《机器人技术与应用》杂志社、深圳市机器人协会 特别支持单位:中科启秀智慧教育科技有限公司 会议目指摘览 09:00-09:30 ● 入会签到 09:30-09:40 开场井介绍与会企业嘉宾 ...

Group 1: Industry Overview - The humanoid robot industry has made rapid progress this year, with significant public interest sparked by events such as the Spring Festival Gala and the first humanoid robot half marathon [1] - Key technologies driving advancements in humanoid robots include large language models (LLM), visual language models (VLM), and visual language action end-to-end models (VLA), which enhance interaction perception and generalization capabilities [1][3] - Despite advancements, challenges remain in data collection, robot morphology applications, and the integration of large and small brain systems [1][3] Group 2: Data Challenges - The industry faces a bottleneck in data scarcity, particularly in acquiring 3D data necessary for training robots to perform tasks in physical environments [3][4] - Traditional data collection methods are costly and time-consuming, with companies like Zhiyuan Robotics employing extensive human resources for data gathering [4] - The introduction of 3D generative AI for Sim2Real simulation is seen as a potential solution to meet the high demand for generalizable data in embodied intelligence [4] Group 3: Technological Evolution - The evolution of robots has progressed through three stages: industrial automation, large models, and end-to-end large models, each serving different application needs [6] - End-to-end models integrate multimodal inputs and outputs, improving decision-making efficiency and enhancing humanoid robot capabilities [6][7] - Experts emphasize that humanoid robots are not synonymous with embodied intelligence, but they represent significant demand and challenges for the technology [7] Group 4: Brain Integration Solutions - The integration of large and small brain systems is a focus area, with companies like Intel and Dongtu Technology proposing solutions to reduce costs and improve software development efficiency [9][10] - Challenges in achieving brain integration include ensuring real-time performance and managing dynamic computational loads during robot operation [10][11] - The market is pushing for a convergence of technologies, requiring robots to perform tasks in various scenarios while maintaining flexibility and intelligent interaction capabilities [12]

Company Overview - Serve Robotics Inc. is a leading autonomous sidewalk delivery company focused on developing AI-powered, low-emissions delivery robots aimed at making delivery sustainable and economical [3] - The company was spun off from Uber in 2021 and has completed tens of thousands of deliveries for enterprise partners such as Uber Eats and 7-Eleven [3] - Serve has scalable multi-year contracts, including an agreement to deploy up to 2,000 delivery robots on the Uber Eats platform across multiple U.S. markets [3] Financial Results Announcement - Serve Robotics will report its 2025 first quarter financial results on May 8, 2025, after market close [1] - A conference call and webcast will be held on the same day to review the results [1] Conference Call Details - The conference call will take place at 2 p.m. PT / 5 p.m. ET [2] - A live audio webcast will be available at investors.serverobotics.com, with a replay accessible at the same location [2] - Analysts and investors can submit questions to management via email by the close of business on May 7, 2025 [2]

Group 1: Advanced Equipment Development - Guangdong Province allocated 38.86 million yuan for the first set of major technological equipment, focusing on intelligent robots and new energy vehicles [1] - The advanced equipment sector shows strong industrial clustering, with significant product development and enhanced manufacturing capabilities [1] - Guangdong has cultivated 4 competitive national-level small and medium-sized enterprise clusters and 2 trillion-yuan international competitive industrial clusters in the machinery sector [1] Group 2: Innovations in Aviation - EHang received the first operational qualification certificate for manned civil unmanned aerial vehicles in China, marking a significant step towards commercializing low-altitude manned services [2] - The AG600 amphibious firefighting aircraft developed by AVIC has also received its type certificate, indicating successful market entry [2] - Guangdong plans to accelerate the development of advanced equipment, implementing policies to support new projects and enhance industry collaboration [2] Group 3: Biopharmaceutical Innovations - In Q1, Guangdong approved 3 first-class innovative drugs and 2 third-class innovative medical devices, nearing half of the total approvals for the previous year [3] - The province aims to establish a mechanism for regularly publishing approved innovative drug and device lists and will support the application of these innovations [3] - Guangdong will focus on reforming medical institution preparations as a breakthrough in biopharmaceutical R&D, promoting collaboration between medical institutions and biopharmaceutical companies [3] Group 4: Strategic Planning - The "Three-Year Attack Plan for Key Areas of Advanced Equipment in Guangdong Province (2025-2027)" is being developed, focusing on artificial intelligence, biomanufacturing, marine engineering, and aerospace [4]

每经记者 李少婷 每经编辑 魏官红 都说故宫的排水系统设计科学，暴雨也不积水，其实，这也少不了平时的清理维护。4月23日下午，故宫博物院古建部副主任赵鹏在"AI智慧应县木塔2.0 ——具身智能X数字文遗升级路径研讨会"（以下简称"研讨会"）上介绍，他正在研究"管沟里的小机器人"，用来清理故宫地下管道，管沟里有饮料瓶、衣 服，但最麻烦的是头发，"原来我们第一代做的是一个轮子（轮式机器人），但在里面走的时候被头发丝缠住了，动力又小，头发丝就足以阻断它⋯⋯后来 我们迭代换成了履带的了"。 故宫博物院古建部副主任赵鹏 图片来源：主办方供图 六足机器人 图片来源：每经记者 李少婷 摄 在接受《每日经济新闻》记者采访时，联想集团副总裁、联想研究院上海分院院长毛世杰介绍，AI是通用技术，具身智能在保护古建筑中展现出来的巡 视、三维重建、数据采集能力，这在各行业都是能够通用的。比如应县木塔项目中，机器人需要背负CT机进行检测，同样的道理，在南极，机器人可能要 背负冰裂缝检测仪，在应急救援场景，机器人要背负生命探测仪。 "像对具身智能这样前沿技术的引入，正在为我们打开科技赋能文物保护的全新可能。比如，智能监测、机器人巡检等创新 ...

海外消息方面，北京时间4月23日，特斯拉发布了2025年第一季度财报。在业绩交流会上，马斯克表示未来会回归公司，投入更多精力放在特斯拉的经营。 本次电话会更新后，大致预期为25年将生产数千台Optimus机器人，其中大部分生产将在25年年底进行，29-30年将达到100万台的水平。 中邮证券指出，特斯拉Q1业绩虽受短期因素扰动，但机器人量产与技术迭代超预期，长期增长路径清晰，供应链本土化与垂直整合能力也为应对不确定性 提供护城河。 国内方面，4月19日全球首个人形机器人半程马拉松赛于在北京亦庄举行。4月24-26日，首届具身智能机器人运动会在无锡市惠山区拉开帷幕。 国开证券指出，近年来人工智能技术快速迭代，全球人形机器人产业发展呈现加速态势。随着人形机器人行业热度的持续提升，2023年11月工信部发布《人 形机器人创新发展指导意见》，强化顶层设计。2025年政府工作报告提出，激发数字经济创新活力，大力发展机器人等智能终端，当前已有北京、上海、广 东、浙江等多个省市陆续制定了人形机器人发展路径及相应保障措施，大力推进技术创新与产业集聚，在政策支持叠加技术升级等多重因素推动下，我国人 形机器人行业发展有望驶入快车 ...

Group 1 - The world's first humanoid robot half marathon was held in Beijing, showcasing advancements in humanoid robotics with 20 participating teams [1] - Humanoid robots have evolved significantly since the introduction of WABOT-1 in 1973, with notable developments from companies like Honda and Boston Dynamics [1] - Humanoid robots consist of three main components: "brain," "cerebellum," and "body," which work together to execute tasks [1] Group 2 - The advent of AI large models has enhanced the "brain" of humanoid robots, allowing them to understand environments and make autonomous decisions [2] - Current limitations in humanoid robot development include a lack of high-quality, large-scale data for software and the need for specialized computing chips for hardware [2] - The Ministry of Industry and Information Technology has identified three key application areas for humanoid robots: special service fields, manufacturing, and promoting in key industries [2] Group 3 - Humanoid robots require extensive "vocational training" to interact with real-world objects, necessitating significant investment in data collection [3] - Training involves using VR technology and human operators to teach robots various household tasks, which requires extensive data input for skill acquisition [3] Group 4 - The timeline for achieving a fully functional robotic "housekeeper" is projected to be at least a decade away, as current robots cannot perform complex cooking tasks [4] - The complexity of home environments presents greater challenges for humanoid robots compared to space exploration, necessitating advancements in materials and design [5]

近日，上海具身智创创业投资合伙企业（有限合伙）（以下简称"上海具身智能基金"）已完成工商注册， 基金的目标规模为10亿元人民币，首期募集资金达5.6亿元。该基金由上海国有资本投资有限公司与浦东 新区共同发起，并由孚腾资本担任基金管理人，浦东创投则担任执行事务合伙人。 上海具身智能基金的战略重点是推动具身智能本体、核心零部件及泛机器人产业链中的关键环节的发 展，旨在加速技术创新与产业化进程，助力上海打造国际领先的具身智能产业集群。 | 工商信息 ● | | | | | 대 글 글 퓨 | 2天眼查 | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 上海具身智创创业投资合伙企业(有限合伙) | | | | | | | 执行事务合伙人 7 | 上海孚腾私募基金管理有限公司 上海 字字 委派代表:费飞 上海 上海浦东私募基金管理有限公司 | 登记状态(3) 成立日期 | 存续 2025-04-15 | 天眼评分 2 | 96 | | | 统一社会信用代码 2 | 浦东 委派代表:尹强(来源于中基协) 91310115MAEFE5J15G | 出资额 | 56 ...

1、 泰国泼水节现身人形机器人警察 这款名为"Pol Col Nakhonpathom Plod Phai"（意为"佛统府安全无虞"）的人形机器人，人们称之为"AI警 察赛博格1.0"。它在近日宋干节庆祝活动期间，被部署在佛统府直辖县的Tonson路节日现场执勤。 "AI警 察赛博格1.0"的核心优势在于其监控与威胁探测能力。它并非一个孤立的单元，而是被设计成一个移动的 信息处理与分析节点。机器人配备了先进的360度智能摄像头，能够实时捕捉周边环境的全景画面。更关 键的是，它能即时整合来自空中无人机拍摄的影像和本地闭路电视（CCTV）网络的实时数据流。通过内 置的AI算法，机器人能够就地对这些海量信息进行处理与分析，并将关键发现通过视频分析软件，直接传 输至省级的指挥与控制中心，从而实现快速的反应协调。 2、 初创公司Axibo AI获1200万美元融资，用于开发"加拿大制造"人形机器人 总部位于滑铁卢的机器人创新公司Axibo Inc.以其突破性的4D立体捕捉技术而闻名，并为Netflix和Apple 等客户提供服务。该公司今日宣布完成一轮1200万美元的融资。本轮融资包括来自知名外部投资者的1100 万美 ...